Amid this period of unprecedented change, with the potential for further market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

Comprehensive data helps wealth advisors deliver next-level client service. Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy. Seamless integration and flexible display options deliver actionable insights to improve decision-making across the enterprise.

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

Fully Reconciled Data

Centralized Data Repository

Held-Away Data Integration

Direct Custodial Feeds

Client and Advisor Reporting

360° Client View

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Step up to the only data aggregation solution that delivers every day, in every way

Practice management tools enhance productivity

Multi-functional views including Assets Under Management, Cash Balances and New Accounts
Easily identifiable growth opportunities
Global search
User-friendly client access portal

Reporting options to meet every need

Standard or customized benchmarking
Configurable report settings with ability to schedule
Flexible report kits (ability to combine multiple reports together)
Ability to view positions, cash flows and returns
Asset allocation models

Data aggregation capabilities that go beyond accurate

Data reconciliation tools provide over 99.9% accuracy
Collected from over 4,500 direct data sources plus 15,000+ additional institutions
More enriched details across position and transaction data

Ability to incorporate historical data

Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Unmatched insurance-specific insights help grow your business

Comprehensive information about the policyholder and policy details
In-depth detail such as party roles, valuation, sub-account, transaction, riders and premiums
Custom insurance screens
Vast library of insurance-specific reports

See Product Specifications

How We Can Help

Data confidence you can trust

99.9%

Level of accuracy of Broadridge data.

20K+

Custodial interfaces and third-party integrations.

20+

Years of experience in enterprise-wide data management.

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Recent Insights from the Wealth Industry

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22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

EDGARForms

Enhanced Packaging

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Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Expense Management business process outsourcing

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

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Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Private Fund Compliance Reporting

Proxy Services

ProxyVote

Rapid Onboarding

Reconciliation

Reconciliation Managed Services

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Vdr

Virtual Shareholder Meeting

Wealth Insight Services

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Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

Consolidate and normalize disparate data into a central repository